Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37,693
Closed -$1.78M 2737
2024
Q3
$1.78M Buy
+37,693
New +$1.78M ﹤0.01% 1173
2020
Q4
Sell
-9,961
Closed -$223K 2621
2020
Q3
$223K Sell
9,961
-1,437
-13% -$32.2K ﹤0.01% 1977
2020
Q2
$269K Sell
11,398
-676
-6% -$16K ﹤0.01% 1813
2020
Q1
$260K Buy
12,074
+150
+1% +$3.23K ﹤0.01% 1731
2019
Q4
$301K Sell
11,924
-1,368
-10% -$34.5K ﹤0.01% 2010
2019
Q3
$315K Sell
13,292
-3,164
-19% -$75K ﹤0.01% 2016
2019
Q2
$402K Sell
16,456
-1,953
-11% -$47.7K ﹤0.01% 1621
2019
Q1
$395K Buy
+18,409
New +$395K ﹤0.01% 1698
2014
Q1
Sell
-23,736
Closed -$356K 1475
2013
Q4
$356K Buy
+23,736
New +$356K ﹤0.01% 1230